I'll ping it here:PCS issues new tokens to incentivize trading volume. So buy backs are negated with new tokens. https://t.co/Mo0kd2SpuzIgnas | DeFi (@DefiIgnas):@DeFiVoyager_X Yeah. I didn't know they were aggressively issuing new tokens so it negates all the buy backs and burnshttps://t.co/TPOzPRdvAE ...

Either $CAKE is super undervalued.Or I am missing something here. https://t.co/aEswrzwR12 ...

Pancakeswap is No. 1 by holder revenue - $102M in 30 days!That's more than Hyperliquid ($84M), and $TRX ($57m)40% of PCS fees are used to buy-back-and-burn $CAKEYet the biggest mystery? The chart looks like this ↓Why not (much) higher? https://t.co/hCqk5LP4nB ...

I believe Pump's lack of moral limits can push for hated, scam pump:- they give $PUMP rewards for tokens that graduate- Incentivize trading volume- Promise a future airdropArtificial incentives can rock back the numbers and take back the lead from BONK.The question is: do they even care now? ...

Market Perception & Branding - $PUMP needs a retail PR pivot due to a lack of transparency [1] - $PUMP's brand name is perceived negatively due to extractive actions [2] - $PUMP is now the underdog against $BONK [2] Competitive Landscape - $BONK dominates with 85% market share in daily graduate tokens [3] - $BONK dominates with 82% dominance in volume [3] - $BONK generates 5x the revenue of $PUMP, reaching $1 million [3] $BONK's Advantages - $BONK supported Solana after the FTX collapse and airdropped to the Solana community [3] - $BONK has 50%+ buy backs and burns [3] $PUMP's Challenges - $PUMP users are rekt with no airdrop and an extractive ICO [3] - $PUMP is trading below its ICO sale price [3] - Concerns exist regarding $PUMP's team transparency and continued $SOL transfers to CEXs [1][3]

We reached an L2 saturation point:Aave deployed on 16 chains, but the new deployments are operating at a loss (Soneium, Celo, Linea, zkSync, Scroll).As a result, Aave is unlikely to deploy on Bob BTC L2, even though it passed the temp check vote.Now, a proposal on the Curve forum suggests cutting all future or ongoing L2s.Reason? They generate barely $1.5k USD in fees while costing the team financial and time resources.Real tough time for undifferentiated L2s. ...

RT Ignas | DeFi (@DefiIgnas)Bullish news -> No pump? Buy & waitBearish news -> No dump? Panic before others.When early on Trump was spreading FUD with tariffs, the macro uncertainty didn't initially impact the market. But then the market dumped. HARD.I remember this clearly because @alpha_pls told me to sell, as he had learnt his lesson not to ignore macro during last cycle.Similarly, when ETF applications started and ETFs launched, it took time for price to pump. When it did, pumps were glorious.Same now.F ...

Bullish news -> No pump? Buy & waitBearish news -> No dump? Panic before others.When early on Trump was spreading FUD with tariffs, the macro uncertainty didn't initially impact the market. But then the market dumped. HARD.I remember this clearly because @alpha_pls told me to sell, as he had learnt his lesson not to ignore macro during last cycle.Similarly, when ETF applications started and ETFs launched, it took time for price to pump. When it did, pumps were glorious.Same now.Feeling bullish.mert | helius ...

"At a large enough scale, tokens would in effect turn private firms into public ones" - The EconomistBecause of this (and other reasons) "the view that crypto has not produced any innovations of note can be consigned to the past"- The Economist concludes.TLDR: We Won.Joe Weisenthal (@TheStalwart):If tokenization of private stock (a la Robinhood's efforts) takes off, I wonder if we're even going to talk about public vs. private companies in the future. May just be kind of a spectrum of various levels of liqu ...

On the zkEVM: https://t.co/uZ0GfEM4L2Sophia Gold (@_sophiagold_):0/ L1 zkEVMs are coming soon to Ethereum mainnet. They will allow us to significantly scale the gas limit and enable native zk-rollups without sacrificing the levels of security, liveness, and censorship-resistance that make Ethereum unique.https://t.co/SQY3oPGNx8 ...